Office Coordinator
3 weeks ago
An Independent Insurance Brokerage firm is seeking an Office Coordinator to join their growing team. This firm offers opportunities for growth, a great culture, and opportunities for learning and development.
YOUR ROLE:
This individual is responsible for supporting the firm's sales team. They will work cross-functionally with leadership and the sales team to complete initiatives assigned to them. These initiatives may include quoting new business, assisting in claims activities, supporting the business retention/growth and all office administrative duties.
HOW YOU WILL MAKE AN IMPACT:
- Responsible for the delivery of administrative tasks within the office.
- First-line of contact for prospective and current clients of the firm
- Manage service-related items, policy changes and paperwork follow-up
- Monitor and maintain all renewals
- Manage all claims inquiry and questions
- Work within CRM system and develop reports for President
- Support client related service items
- Produce personal lines quotes for sales team
- Assist with leads from our advisors or any other referral sources
- Input client data into CRM system and run quotes through rating software
- Maintain advisor partnership setup/onboarding
WHY YOU ARE THE RIGHT PERSON:
- Outcome-driven problem solver
- Fosters and builds relationships internally and externally
- Ability to learn and grow within our CRM
- Engage in collaboration with sales and other departments throughout the organization to increase efficiency
- Bring forward ideas and remain creative for continuous improvement
- Excel in a team-driven environment
- Function as the advocate for the agent and client, where you remain empathetic and engaged in the process from start to finish
- 2+ years of experience working at a professional services business (insurance, accounting, legal, financial planning, etc.)
- Excellent verbal/written communications skills, computer skills (MS Office), and attention to detail
This is an annual salaried, full-time position.
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